HubSpot Onboarding
Cost effective HubSpot Onboarding tailored to the way you want to grow your business. Done for you in 30 days.
Mike Grinberg
CEO & Founder of the RevOps Shop
“We know the HubSpot platform is only 1/3 of the strategy. You need expert guidance and solutions when you buy software. We’ll help you build, execute and report on your first campaign in 30 days or less.”
Implement HubSpot within 30 Days
We spell out our onboarding process below. Click around and if you have any questions we have a CTA right below this. Chances are we'd like to work with you.
Get a QuotePremium
Enterprise
Kick-off / alignment call
Integration with all your marketing tools
Custom properties creation
Custom workflows for CRM hygiene
Install website tracking code
Landing page creation
Align contact lifecycle stages with sales process
Import historical data
User setup & account permissions
Connect email sending domain
Execute one marketing nurture campaign
Align contact lifecycle stages with sales process
Setup web forms and styles
Marketing dashboard and reporting setup
Persona build out
Automated supression lists (employees, competitiors, bounced contacts, etc.)
Set up of multiple business units
Awareness, consideration, decision workflows
Lead scoring tuned to your ideal customer profile
Custom event tracking setup
Marketing Hand off documentation and access to our library of advanced tutorials
Unmetered slack support
Premium
Enterprise
Kick-off / alignment call
Integration with all your sales tools
Custom properties creation
Custom workflows for CRM hygiene
Running your first sequence (Salesloft/Outreach replacement)
Round robin functionality for inbound leads
Align contact lifecycle stages with sales process
Import historical data
User setup & account permissions
Custom views for prospecting, deal management, and account management
Custom reporting for executives and team leads
Align contact lifecycle stages with sales process
Lead scoring tuned to your ideal customer profile
Custom workflows to enable better deal management
Persona build out
Automated supression lists (employees, competitiors, bounced contacts, etc.)
Customized call and meeting outcomes
Call transcription setup (Gong replacement)
Sales Hand off documentation and access to our library of advanced tutorials
Unmetered slack support
Premium
Enterprise
Kick-off / alignment call
Integration with all your marketing and sales tools
Custom properties creation
Custom workflows for CRM hygiene
Install website tracking code
Landing page creation
Align contact lifecycle stages with sales process
Import historical data
User setup & account permissions
Connect email sending domain
Execute one marketing nurture campaign
Setup web forms and styles
Marketing and sales dashboard and reporting setup
Persona build out
Automated supression lists (employees, competitiors, bounced contacts, etc.)
Set up of multiple business units
Awareness, consideration, decision workflows
Lead scoring tuned to your ideal customer profile
Custom event tracking setup
Running your first sequence (Salesloft/Outreach replacement)
Round robin functionality for inbound leads
Custom views for prospecting, deal management, and account management
Custom reporting for executives and team leads
Custom workflows to enable better deal management
Customized call and meeting outcomes
Call transcription setup (Gong replacement)
Marketing and Sales Hand off documentation and access to our library of advanced tutorials
Unmetered slack support
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Migrating to HubSpot
Migrating your historical data from Salesforce, Outreach, Dynamics, Marketo, etc. to HubSpot seems scary. It doesn't have to be. We will take your existing data, format it, and make sure it shows up the way you want it to in HubSpot.
Pricing starts at $5,000
How You'll Use HubSpot
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Integrations
Connect your most important platforms with HubSpot.
Native Integrations
Over 1,500 integrations available directly from the HubSpot App Marketplace
Prebuilt for common data connections
Two-way data sync for keeping customer information up-to-date across systems.
Included
Custom Integrations
Unique or less common integrations that are not available out of the box
Custom data mapping to align with HubSpot's structure
API connections for real-time data retrieval and analysis
Custom coding to bridge the gap between legacy and modern platforms
Price starting at $5,000
What to Expect
You Provide:
- A project manager that will socialize our progress to your executive team and facilitate internal alignment.
- The historical data you want to bring into HubSpot from legacy systems.
- A desire to win more business more often.
We Provide:
- Deep technical and analytical HubSpot expertise.
- Two calls a week to ensure your rollout goes smoothly.
- Unmetered 24/7 US based guidance over slack and email (when we are not on calls together).
Let’s Get Started
No boring pitch deck. We’ll answer every question you have regarding HubSpot to ensure you have everything needed for a successful onboarding experience.
